RM
Rachel Meals
Operations Specialist at Letort Trust
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Work Experience
Operations Specialist
2021 - Present · 3 years and 11 months
Pricing Analyst
2019 - 2021 · 2 years
Administrator
2018 - 2019 · 1 years
Company Details
11-50 Employees
LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and Administration Personal Wealth Management Retirement Planning Corporate Trustee Charitable Giving Trust and Estate Planning Investment Management Fiduciary Services In 2013, LeTort Trust was presented the “Small Business of the Year” Award by the Harrisburg Regional Chamber & CREDC, at the Catalyst Awards Ceremony.
Year Founded
2002
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services
HQ Location
900 Bent Creek Blvd Mechanicsburg, Pennsylvania 17050, US
Keywords
Retirement Plan ServicesWealth Management ServicesRetirement PlanningInvestment Management401(k) PlansPersonal Trust ServicesQualified Retirement Plans
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